Aaron Schneider is a registered investment advisor, based in Medford, WI, with 3 years of industry experience.
Location
721 S 8th St, Medford, WI, 54451
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is a representative for ECA Marketing, a corporation used for fixed annuities. He spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2026 - Present · 3 mos
Cetera Investment Services LLCBroker
January 2026 - Present · 3 mos
Previous Registrations
Osaic Wealth, INC.
January 2024 - January 2026 · 2 yrs
Osaic Wealth, INC.Broker
January 2024 - January 2026 · 2 yrs
Woodbury Financial Services, INC.
September 2022 - January 2024 · 1 yr 4 mos
Woodbury Financial Services, INC.Broker
July 2022 - January 2024 · 1 yr 6 mos
State Registrations5 states
MNMTNVTNWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.